South Glastonbury, CT
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Dana is a board member for Fiduciary Exchange LLC (FIDx) and Advisor Credit Exchange, LLC (ACE), representing Envestnet's investment in each company. Dana spends a few hours per week on each role.